Post navigation

Monkey Stocks League Challenge – Update #9

Below is a snapshot as at the close of trading on 30th June 2016 and still way ahead for the FOURTH consecutive month was M’s Underdogs Fund!

The ‘fund’ is showing a gain of over 37% – last month, it was 17%! This is despite the fact that the portfolio includes shares in Standard Chartered, one of the many banks which suffered big losses following the Brexit vote. True, the fund in reality is worth somewhat less than before due to the devaluation of the £ but still, it’s got to be better to see gains than losses.

For the Live table (during trading hours, Rank and Value will be updated automatically) and full portfolio listings, have a look here and also via the right sidebar.

All June dividends have been added to the respective portfolios. However, please let me know if I’ve missed any (or if there are any errors) as there are so many to keep track of.

Real Portfolios

Of the real portfolios, behind the Underdogs Fund is my own Funky Monkey Fund. Mr Z’sUndead Monkey Fund clings onto that last top 10 spot, with FireVLondon’sB Team Fund languishing in mid-table obscurity and Cerridwen’sEye of Toad Fund dropping into the bottom 3.

Expertly Picked Funds

John Kingham’s Pigmamig Fund hovers outside the top 5, with Huw’sKunniga Apa Fund moving up to 8th place. Just three more months for either/both to finish above the monkey funds by the end of the competition!

Steady Eddy

As mentioned before, diy’sMutley’s Magic Formula fund maintains its steady process and position in the Top 5. This fund is based on Vanguard’s 60% LifeStrategy Fund and appears to not bounce around as much as the funds made up of just 5 stocks.

Best vs Worst

The best 5 performing shares since the start of the league are Centamin, Evraz, NMC Health, BGEO Group (previously Bank of Georgia Holdings) and British American Tobacco.

If someone had happened to pick all these shares for their portfolio, they would have seen a nice gain of over 62% on their initial investment of £500:

Archives

Archives

Disclaimer

This blog documents and tracks my own personal savings, investments and goals, based on Excel spreadsheets which I cobbled together without any professional financial advice nor with any real financial expertise, bar what I've learnt from the internet and newspapers.
I therefore heartily recommend that people do NOT follow or copy any of my decisions on this blog and if they choose to do so without consulting a financial advisor, they do so at their own risk. I shall not be held responsible or liable should anyone choose to ignore the above recommendation.
This blog may contain third-party advertisements (which do not necessarily represent this blog’s views or opinions) and also affiliate links - clicking on such links and adverts is optional but the small income generated goes towards supporting this website.
Happy saving and investing!

Contact Me

Your Name (required)

Your Email (required)

Subject

Your Message

By using this form, you agree with the storage and handling of your data by this website